Converting Estimates to Budget / Contracts
- A new Estimate screen (tab-link) added
to create Estimates and quickly convert them to Budget / Contracts.
Budget / Contacts
- New feature to load templates
(described in detail below).
- Platform update now ensures budget
lines with decimal values will display when creating an invoice from a Budget /
- Update to actions on ‘select’ to call
another action set from the summary section to update summary values on first
click rather than several clicks of ‘select’.
Budget / Contact Templates
- A new feature added to the Budget /
Contracts screen to select from a list of pre-defined templates or frequently
used group of Budget / Contract lines. The new screen is
- Updates to ensure contact name and
phone are populated if that data exists.
- Modified and added on-screen load
actions to accommodate for new Activities created from the Customer List
screen. Prior to this update, the New Activity button was not calling the
- Update when clicking ‘select’ the Time
Tracking record will display if the screen was accessed via the Dashboard.
- Update to basic math actions on all
Saves to ensure small amounts of Time will flow through the action results as
intended and not round.
- The Invoice screen updated to reflect
recent changes to the new standard Invoice screen from Method. Some of the
changes include; a fresh cosmetic look and email notifications feature. This
does not accommodate the new shared lists feature yet.
- Update to the ‘New Activity...’ button
under the Activities section to call the Pro Services version of the Activity
- The Receive Payments tab-link was
removed from the App to be consistent with the new CRM approach. This tab-link
was referencing the original Method screen that still appears under the
‘QuickBooks’ tab groups.
A proud member of the Method team, Valbon has been very active in learning the particulars of Method. He has been involved with a number of contributions during his time including assistance in managing the Method Solution Provider (MSP) program, app building, customization jobs, preparing Method documentation, webinars and more. As a young and aspiring individual with an education in Information Technology Management complementing his tech-savvy personality, Valbon is eager to provide you with the insight you need to meet your business goals and challenges. Valbon joined the Method Integration team as a Business Systems Consultant.